Discover the small buttons inside Quivr that can make a big difference in your daily workflow. In this episode, Steve and Will walk through overlooked features hiding in plain sight—from the powerful “More” button to breadcrumbs, hover previews, and search shortcuts—that help advisors move faster, find data instantly, and reduce unnecessary clicks.

In this video you’ll learn:

🔹 How the “More” button reveals extra data without opening records

🔹 Ways to use hover previews for quick insights

🔹 Why breadcrumbs are a shortcut power-tool

🔹 How customizing your home page improves efficiency

🔹 Tips to use search like a pro inside Quivr

If you’ve ever felt like your CRM takes too many clicks, this walkthrough will show you how to streamline your navigation and work smarter—not harder.

👉 Current Quivr users: Have questions or want help optimizing your setup? Join our Office Hours or reach out to the team anytime.

🔗 Not a Quivr user yet?: Schedule a demo